The Financial Advice Checklist

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Recorded05 May 2021

Publishermeaningfulmoney.libsyn.com ↗

Handlerec:8769755

Show notes

As you know, I'm a big proponent of equipping people to make their own financial decisions, believing that anyone, with a bit of encouragement and know-how, can do most of their own financial planning. But there are occasions when seeking professional advice makes sense. Today, I'm going to give you a checklist for what to do BEFORE you seek advice, so that you're prepared.

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